Salesforce Managed Services Provider in Australia
Flexible Billing Plans Reliable Managed Services
All-in-One Salesforce Services, powered by certified experts in Australia to keep your CRM running at its best.
Our Certifications
By choosing Folio3 CRM as your Salesforce Managed Services Partner (MSP), you get access to our team of seasoned, certified Salesforce developers, admins, and consultants.
Solutions We Offer as a Salesforce Managed Services Provider in Australia
Salesforce evolves constantly, and so should your systems. Our certified Salesforce consultants help you stay ahead by building new features, automating processes, and ensuring stability.
We help you with:
- Planning your Salesforce strategy and roadmap
- Reviewing your CRM setup against Salesforce best practices
- Identifying gaps and recommending improvements
- Aligning features with business goals for better ROI
- Offering training and enablement support to boost adoption
Ongoing Salesforce Development
Whether you need internal tools or AppExchange-ready products, we design, develop, and maintain Salesforce apps that work smoothly and scale with your business.
Our ongoing development services include:
- Lightning and Apex development for advanced custom functionality
- Enhancements based on Salesforce release management and seasonal updates
- Performance tuning and health checks to keep your CRM fast and reliable
- Metadata backups and Apex testing to ensure secure code deployments
- Technical debt cleanup and proactive improvements
Application Development & Maintenance
Salesforce works best when it’s connected across your tech stack. We make sure your CRM integrates seamlessly with the tools your teams already use.
Our Salesforce app development services include:
- Custom application development using Apex, Visualforce, and Lightning Web Components
- Full AppExchange app management, including upgrades and security reviews
- Ongoing maintenance with version control and performance optimisation
- Metadata backups and testing to ensure every release is safe and stable
Third-Party Integrations for Salesforce
A clean, well-managed Salesforce org is key to productivity. Our certified admins handle day-to-day tasks so your users can focus on closing deals.
Salesforce integration services we provide:
- API-based integrations with platforms like Slack, QuickBooks, HubSpot, and others
- Middleware solutions using MuleSoft, Zapier, or custom-built connectors
- Real-time data sync and error-free automation
- Secure and scalable architecture for long-term stability
- CRM best practices to ensure integrations don’t create bottlenecks
Salesforce Administration
Our Salesforce admins help with:
- User roles, permissions, and profile management
- Building and maintaining reports and dashboards for better visibility
- Data imports and regular cleanup to ensure data quality
- AppExchange app management and system configuration
- Ongoing monitoring and performance optimisation
Salesforce Customization
We customise Salesforce to fit how your business works, not the other way around. From interface tweaks to advanced process automation, we make Salesforce feel like your own.
Our Salesforce Customisations include:
- Custom objects, fields, page layouts, and record types
- Automated approval processes and flows
- Personalised reports and dashboards by role or team
- UI/UX enhancements using Lightning components
- Custom apps and tools aligned with your business logic
Salesforce Migration
Whether you’re moving from another CRM or upgrading to Salesforce Lightning, we make migrations smooth, fast, and secure.
Our Salesforce migration services include:
- Data mapping, cleanup, and secure data imports
- Full Lightning migration, including UI, Apex, and user training
- Org-to-org merges and territory realignment
- Pre and post-migration health checks and validation
- Change management, training, and enablement to reduce disruption and encourage adoption
Staff Augmentation
Need Salesforce experts on your team as soon as possible? We offer flexible staff augmentation so you can scale up or down based on your project needs.
Here’s why you should choose Folio3 CRM for staff augmentation:
- Access to certified Salesforce admins, developers, and consultants
- Fast onboarding with certified Salesforce experts boasting 10+ years of experience
- Flexible engagement models: hourly, weekly, or monthly
- No long-term commitments! Custom, flexible billing models
- Specialisation in Apex, Lightning, integrations, and CRM optimisation
Salesforce Managed Support
Salesforce should just work, and we make sure it does. Our support services keep your CRM secure, optimised, and up to date.
Our Salesforce managed support involves:
- 24/7 monitoring and issue resolution
- Regular health checks and system audits
- Performance optimisation to reduce load times and improve UX
- Release management and patch testing
- Training and enablement to help your team use Salesforce the right way
Choose the Right Billing Model For Our Australia-based Salesforce Managed Services
At Folio3 CRM, we offer MSP that are flexible, simple, and built around your business needs. Whether you need help for a few hours, steady weekly support, or full-scale monthly management, we offer flexible billing plans.
Hourly
- Best for: Short-term tasks, quick fixes, or ad-hoc development needs.
- Flexible & Affordable: Pay only for the hours you use.
- Ideal for: small to mid-sized businesses in Australia needing occasional Salesforce help.
- Includes admin support, bug fixes, reports, dashboards, and more.
- Fast onboarding & no long-term commitment.
Weekly
- Best for: Teams in Australia needing consistent weekly support and quick project turnarounds.
- Reliable & Structured: Set hours each week with assigned resources.
- Perfect for: ongoing improvements, automation, and integrations.
- Includes:Apex development, Lightning customizations, and automation tasks.
- Flexible hours: & dedicated experts.
Monthly
- Best for: Businesses in Australia needing full-service Salesforce management and long-term strategy.
- End-to-End Coverage: Admin, dev, support, integrations, and strategy, all included.
- Ideal for: complex systems, multi-cloud setups, or enterprise teams.
- Includes: release management, health checks, backups, Apex testing, and staff training.
- Full Team Support: with predictable monthly billing.
Get in touch with our experts for a custom Managed Services billing plan.
Our Diverse Expertise Across the Salesforce Ecosystem
At Folio3 CRM, we don’t just manage Salesforce, we master every part of it. As a certified MSP partner, we offer deep expertise across the entire Salesforce ecosystem. No matter which cloud your business runs on, or how many, our team is equipped to support, enhance, and scale your Salesforce investment.
Sales Cloud
Get customized sales automation to capture more leads, close more deals, and grow revenue faster. With our Salesforce Sales Cloud expertise, we help you streamline lead tracking, sales processes, pipeline management, forecasting, and reporting.
Service Cloud
Deliver faster, more personalized support by customizing Salesforce Service Cloud for your industry. We help you improve customer satisfaction by adding automation, agent productivity tools, case routing, and knowledge centers.
Marketing Cloud
Create powerful customer journeys across email, ads, social media, and more with connected marketing automation. Using Salesforce Marketing Cloud, we help you plan and launch smarter campaigns, segment audiences, personalize experiences, and track ROI in real time.
Experience Cloud
Meet changing customer expectations and build stronger relationships with branded digital experiences. We support businesses in building secure, scalable portals and communities using Salesforce Experience Cloud.
Commerce Cloud
Deliver smooth and connected shopping experiences with our Salesforce Commerce Cloud services. Our team helps you build and optimize B2B and B2C digital storefronts that drive conversions and simplify operations.
Agentforce
Empower your sales and service agents with tools built for speed, mobility, and real-time performance tracking. With our expertise in Agentforce, we help businesses in industries like insurance, real estate, and financial services onboard agents faster, manage leads more effectively, and close deals on the go.
What Makes Folio3 CRM a Trusted Salesforce Managed Services Provider in Austrailia?
As a certified MSP, Folio3 CRM is trusted by startups, mid-sized businesses, and global enterprises to manage, support, and grow their Salesforce platforms with confidence.
Our MSP are built around your goals. Whether you need admin support, technical development, system integration, or strategic consulting, you get a dedicated team that works as an extension of yours.
Here’s what makes us a trusted choice for Salesforce Managed Services:
ISO 9001
Certified Processes to Ensure Reliable Support
ISO 27001
Enterprise-Grade Security
Our Portfolio of Salesforce Solutions
Major Key Technologies, our success is measured by the milestones our clients achieve. Explore how we've empowered businesses with cutting-edge solutions, driving growth and innovation.
We helped Wealth Architects improve their email system by connecting Salesforce with Outlook and Gmail. We set up automatic lead creation from emails and made a custom Salesforce app for secure access. We also added DocuSign to make signing documents easier.
Folio3 helped Electrocore enhance their Salesforce CRM by improving sales cycle tracking and service delivery while ensuring HIPAA compliance. We integrated Salesforce with marketing automation and Oracle NetSuite ERP for a streamlined order-to-cash process. The solution also improved data synchronization and provided better insights for customer engagement.
Helping Businesses
Across Verticals in Australia
Keep Their Salesforce Running Flawlessly
What are Salesforce Managed Services and How Does it Work?
Salesforce Managed Services involve ongoing development, proactive support and maintenance, and the overall optimisation of your Salesforce ecosystem. The goal is to provide you with much more than basic support, ensuring your Salesforce remains aligned with your business processes, changing needs, and goals. A certified MSP like Folio3 CRM offers services across development, customisation, optimisation, administration, and support. Here are some key aspects of Salesforce Managed Service:
Proactive Support
Unlike traditional support, Salesforce MSP focuses on preventing issues before they impact users, rather than just reacting to problems.
Ongoing Optimization
A Managed Services Provider helps optimise your Salesforce instance for better performance, user adoption, and overall efficiency.
Customization and Development
A Managed Services Provider handles custom development, integrations, and configurations to customise Salesforce to your specific business processes.
Strategic Guidance
Managed service providers offer strategic advice and guidance on how to best utilise Salesforce for your business goals.
Flexibility and Scalability
A reliable Salesforce MSP provider like Folio3 CRM offers flexible pricing models and the ability to scale resources up or down as your needs change
Benefits of Partnering with a Certified Salesforce Managed Services Provider in Australia like Folio3 CRM
Struggling to manage Salesforce on your own? Is your team unable to adopt Salesforce effectively and integrate it into your key business processes? Here’s how partnering with a certified MSP like Folio3 CRM can benefit you:
A Managed Services Provider like Folio3 CRM provides access to a pool of Salesforce experts, offering specialised knowledge, expertise, and best practices.
By handling the technical aspects of Salesforce management, a Managed Services Provider frees up your internal teams to focus on key revenue-generating business activities.
Outsourcing Salesforce management can be more cost-effective than hiring and maintaining an in-house team.
By optimizing Salesforce and aligning it with business goals, managed services can help maximise the value of your Salesforce investment.
Automating tasks and optimizing processes can lead to increased productivity and efficiency.
By providing ongoing support and training, a Managed Services Provider can improve user adoption of Salesforce.
By optimizing the platform and ensuring its efficient use, a Managed Services Provider can help businesses get the most out of their Salesforce investment.
Proactive monitoring and issue resolution can minimise downtime and ensure uninterrupted access to the Salesforce platform.
Enterprises in Australia & Beyond Count on Folio3
Majorkey
We used Folio3 over the last 3+ years for many projects, including org merges, complicated workflows and enhancements. Folio3 is was very detailed in the work. They are experts. They can explain complicated tasks so even the novice in the room can understand. Appropriate and reasonable timelines are assigned so that there are no issues with any tasks for transition. The project closed without any hang ups or hold ups and we continue to do enhancements on the application with Folio3.
Sunhero
Folio3 did a great job in scoping the request and keeping communication going throughout the task This was a very ambiguous request and they managed to troubleshoot the issue and explore different options. I would hire them again
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Read moreFrequently Asked Questions (FAQs)
Working with a local team gives you access to timely support, region-specific insights, and direct communication. With Folio3’s Salesforce Managed Services in Australia, businesses benefit from proactive system upkeep, expert guidance, and tailored enhancements, without the costs of maintaining a full-time internal team. Our services help you stay ahead with minimal effort on your part.
A Salesforce MSP (Managed Services Provider) is a certified partner that offers long-term support, maintenance, and enhancements for your Salesforce platform. Instead of dealing with multiple vendors or hiring in-house developers in Canada, a Salesforce MSP becomes your ongoing partner. They handle everything from admin tasks and bug fixes to complex development, integrations, and strategic planning.
A dependable Salesforce MSP in Australia handles:
- System upkeep and issue resolution
- Platform adjustments based on business needs
- Support for user management and access levels
- Coordination of updates and feature releases
- Integration with other business tools
Folio3 brings deep expertise and a hands-on approach, ensuring your Salesforce setup continues to deliver value across all departments.
A Salesforce Managed Services partner in Australia, like Folio3, understands the pace and priorities of businesses in the region. Our team provides responsive service, flexible support models, and personalized attention, making it easier for companies to adapt and grow without disruption. Whether it’s fine-tuning your setup or planning, we’re right there when you need us.
Salesforce Managed Services typically include:
- Admin support and platform monitoring
- User access control and permission management
- Adjustment of workflows and automations
- Connection with third-party software
- Data review and preventive checks
At Folio3, we tailor these services to your organization’s requirements, helping you get more from your Salesforce investment with fewer internal resources.
Look for a provider with:
- A strong record of successful Salesforce projects
- Certified professionals with hands-on experience
- Flexible support options that align with your structure
- Clear communication and dependable response times
- Familiarity with local industries and compliance needs
Folio3 checks all these boxes, blending technical strength with practical business insight. From short-term fixes to long-term planning, we help you make the most of your Salesforce platform in a way that fits your goals.